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Nassau Financial Group and Golub Capital Close Minority Equity Investment

Jan 07, 2025•over 1 year ago

Contract Type

partnership

HartfordFinancial Services

Description

Nassau Financial Group and Golub Capital have closed on their strategic partnership, with Golub Capital providing a $200 million minority non-voting common equity investment to support Nassau’s growth strategy, including through organic growth, acquisitions, and strengthening its balance sheet. Additionally, Nassau and Golub Capital have entered into a long-term Investment Management Agreement that will provide Nassau’s insurance subsidiaries with access to Golub Capital’s premium middle market direct lending strategies, through tailored capital-efficient solutions.

Company Information

Company

Nassau Financial Group

Location

Hartford, Vermont, United States

About

Based in Hartford, Connecticut, Nassau Financial Group is a growth-focused financial services company with insurance and asset management businesses. A leading fixed annuity insurance carrier, Nassau provides comprehensive and customizable retirement solutions, delivered with advanced digital capabilities and industry-leading service. Nassau Asset Management oversees the assets of Nassau’s insurance companies and offers its specialty investment strategies to third-party clients. These strategies include public and private debt, CLO debt and equity, real estate debt and equity, and alternatives.

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
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